JANA Partners Management, LP has filed 32 Form 4s with the SEC that we hold, for Mercury Systems INC (MRCY) (Director), THS (Director, 10% owner), Rapid7, Inc. (RPD) (10% owner) and Lamb Weston Holdings, Inc. (LW) (Director), among 5 companies in all. Across all of them we count 25 purchases worth $121.0M and 9 sales worth $258.0M reported on Form 4. In the last 12 months: 7 purchases ($19.6M) and 6 sales ($197.2M). The largest single trade was a sale of 1,000,000 shares of Mercury Systems INC worth $75.5M, dated 2025-11-06. The first filing on our record is dated 2023-11-09 and the latest 2026-06-10.
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2023-11-16 | P, purchase reported on Form 4 | 215,550 | $7.2M | 2023-11-20 |
| 2023-11-17 | P, purchase reported on Form 4 | 44,057 | $1.5M | 2023-11-20 |
| 2023-11-20 | P, purchase reported on Form 4 | 315 | $10.7K | 2023-11-20 |
| 2023-11-28 | P, purchase reported on Form 4 | 64,435 | $2.1M | 2023-11-30 |
| 2023-11-29 | P, purchase reported on Form 4 | 117,881 | $3.9M | 2023-11-30 |
| 2023-11-30 | P, purchase reported on Form 4 | 63,648 | $2.2M | 2023-11-30 |
| 2024-02-09 | P, purchase reported on Form 4 | 1,335,848 | $37.3M | 2024-02-13 |
| 2024-02-26 | P, purchase reported on Form 4 | 18,618 | $531.2K | 2024-02-28 |
| 2024-02-27 | P, purchase reported on Form 4 | 284,295 | $8.3M | 2024-02-28 |
| 2024-02-28 | P, purchase reported on Form 4 | 75,000 | $2.2M | 2024-02-28 |
| 2024-08-27 | P, purchase reported on Form 4 | 13,600 | $506.6K | 2024-08-29 |
| 2025-05-08 | S, sale reported on Form 4 | 88,152 | $4.1M | 2025-05-09 |
| 2025-05-09 | S, sale reported on Form 4 | 100,000 | $4.6M | 2025-05-09 |
| 2025-08-13 | S, sale reported on Form 4 | 797,000 | $52.1M | 2025-08-15 |
| 2025-11-06 | S, sale reported on Form 4 | 1,000,000 | $75.5M | 2025-11-10 |
| 2026-02-09 | S, sale reported on Form 4 | 400,000 | $32.4M | 2026-02-11 |
| 2026-03-02 | S, sale reported on Form 4 | 182,510 | $17.2M | 2026-03-04 |
| 2026-03-03 | S, sale reported on Form 4 | 168,648 | $15.2M | 2026-03-04 |
| 2026-03-04 | S, sale reported on Form 4 | 100,899 | $9.0M | 2026-03-04 |
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2025-05-08 | P, purchase reported on Form 4 | 124,785 | $2.7M | 2025-05-12 |
| 2025-05-09 | P, purchase reported on Form 4 | 424,126 | $9.5M | 2025-05-12 |
| 2025-05-12 | P, purchase reported on Form 4 | 17,678 | $408.2K | 2025-05-12 |
| 2025-05-13 | P, purchase reported on Form 4 | 339,000 | $7.9M | 2025-05-14 |
| 2026-02-10 | S, sale reported on Form 4 | 1,959,221 | $48.0M | 2026-02-10 |
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2025-08-11 | P, purchase reported on Form 4 | 358,738 | $6.5M | 2025-08-13 |
| 2025-08-12 | P, purchase reported on Form 4 | 163,456 | $3.3M | 2025-08-13 |
| 2025-08-13 | P, purchase reported on Form 4 | 250,000 | $5.3M | 2025-08-13 |
| 2025-11-24 | P, purchase reported on Form 4 | 150,000 | $2.1M | 2025-11-25 |
| 2025-11-25 | P, purchase reported on Form 4 | 50,000 | $750.5K | 2025-11-25 |
| 2025-11-28 | P, purchase reported on Form 4 | 41,545 | $652.7K | 2025-12-04 |
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2026-04-07 | P, purchase reported on Form 4 | 136,000 | $5.6M | 2026-04-09 |
| 2026-04-08 | P, purchase reported on Form 4 | 100,000 | $4.1M | 2026-04-09 |
| 2026-04-13 | P, purchase reported on Form 4 | 100,000 | $4.2M | 2026-04-15 |
| 2026-04-15 | P, purchase reported on Form 4 | 50,000 | $2.2M | 2026-04-15 |
No purchase or sale of common stock reported here; these filings cover grants, option exercises or other codes.
Counted from the Form 4 filings this reporting owner (SEC CIK 1998597) filed on EDGAR. Values are the transaction values as filed. See every filing on EDGAR, or browse insider buying and today's insider purchases.
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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